CONFIDENTIAL
NWTA - LLC Northwest Tech Alliance, Education with Technology
Business Plan Prepared June 2014
Jason Alinen www.nwtechalliance.com
NWTA
Executive Summary NWTA develops solutions to enhance any event both in person and online. We partner with the Northwest Tech Alliance to partner with events that we can bring our technology to. We offer a suite of services for event planning including products we have developed to create a memorable event utilizing technology. We are a production company with the ability to create and produce quality content including postproduction. We offer live streaming for any conference. We developed an application for wearable technology that allows a panel conversation to interact with an online or in person audience. NWTA is a program that is in direct response to a growing event industry in the Pacific Northwest. How many events are there in the world each year? Do the research on the market and what we can do to work with them.
1.1 Objectives Sell our suite of services, software and hardware. NWTA services, software and hardware are designed to offer a full suite of solutions for any event. • Video Production • Post Production • Event Planning
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• • • • • • •
Software Development Hardware Rentals Hardware with Software Rental Software Only Rental Hardware Only Purchase Software Only Purchase Hardware with Software Purchase
1.2 Mission NWTA believes that events need better technology. We believe our software can give any events new meaning and use it for delivering more value to the attendees than has ever been possible. These goals will be accomplished by; Creating a partnership with event organizers and creating custom solutions for each. Creating partnerships with hardware manufacturers and continue to create applications for wearable technology that uses our code for a moderator.
1.3 Keys to Success • • • •
Establish a strong network of support within the technology startup communities and bring together Pacific Northwest’s brightest minds from the startup industry. Launch a series of events that will successfully fund the expanding NWTA programs and fund grants to schools. Establish effective organizational partnerships that allow for collaboration between local startup ventures and investors Establish an effective operations strategy and marketing strategy that help in spreading the word about NWTA’s mission to help local startups and fund future education.
NWTA NWTA will gage success by creating goals and evaluating the outcome of these goals. These goals include: • Donating 50,000 in the first year to STEM education funding program • Assisting 5 local startup ventures in connecting to resources and launching a business • Outreach and hold 15 events per year. 12 monthly networking and fundraising events, and 3 standalone fundraising events. Success will be measured by revisiting these goals at years end to see what was achieved.
Organization Summary NWTA is a nonprofit organization that exists to support local technology and business startup ventures while simultaneously giving back to education in our communities in the Pacific Northwest area. The organization will form partnerships with other investor organizations and local businesses to networking and fundraising events. Startup ventures are will be able to network and be matched with investors that will help guide these ventures down the path to starting up a business. Proceeds from the networking events will be given back to the Pacific Northwest community in the form of education grants to fund business and technology education. There will be monthly networking events and as the organization grows and expands, we expect that there will be a desire for more events. Ongoing training of staff and networking seminars will help keep NWTA up to date with the latest’s startup venture news so that the organization can provide the most accurate services to local startup entrepreneurs.
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2.1 Start-up Summary Our start-up expenses come to $8,500, which is mostly stationery, legal costs, and expenses associated with opening our office. We will also need cash to finance the first year of operations. The start-up costs are to be financed by contributions by ten private sponsors. The assumptions are shown in the following table and chart. FINANCIAL Personnel Plan Year 1
Year 2
Year 3
Co-Director
$20,000
$40,000
$50,000
Co-Director
$20,000
$40,000
$50,000
Fundraising Coordinator
$15,000
$20,000
$25,000
Total People
3
3
3
Total Payroll
$55,000
$100,000
$125,000
Fixed costs Salaries Insurance Licensing Fees Legal
Total
Description Nonprofit Liability Insurance
Cost 55,000 3,600 1,000 1,500 61,100
NWTA
Variable costs Venue Space- Monthly Large Venue/Materials/Food/Ent
Description Think space TBD Facebook/Print Domain TBD Flyer
Advertising/communications Website DJ/Entertainment Design Office Supplies Banking expenses Event Materials-Small
Checkbook/Account Setup
Total
Costs 0 10,000 500 500 500 200 200 100 100
12100
One Time Costs - First Year Amount Design for Printed Materials Design of Website Legal and other professional fees-startup Licenses and permits- startup
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2.2 Legal Entity NWTA, LLC
Services NWTA offers local Enterprise and Startup Executives the opportunity to network and gain resources while working to fundraise for educational grants that will provide funding for local school districts to enhance and create more science and technology curriculum. The long-term goal of NWTA is to provide services to local startups while invigorating the Pacific Northwest community and schools. NWTA has four servicing programs. They are as follows: • Networking events: These networking events will serve as the arena to connect local startup business with resources in the community that will help these startup ventures learn about the startup world and all that it entails. These events will be fun and have an inviting atmosphere in which to connect people. These meatus will also act as training seminar for startup ventures, providing a venue for experienced guest speakers to share insights about business skills, technical needs, marketing tactics, and sales techniques. These conversations will provide local business people with knowledge that can help them in the startup realm. • Education grants: Startup Eastside is committed to the success and growth of our local communities. Funding education will benefit our community in countless ways. We are dedicated to enhancing funding for science and technology curriculums in K-12 schools and will
NWTA
•
•
do so by setting up a grant and scholarship program. Proceeds earned from networking meatus and fundraising events will allow Startup Eastside to donate to education. We are also aiming to connect with students directly through science scholarships for high school seniors and students heading into a technology field of study. We seek to work the STEM (science, technology, engineering and mathematics) education program in Snohomish County, WA to help achieve these goals. Partnerships: NWTA is also committed to partnerships and building lasting relationships with technology organizations, business development groups, and education programs. We know that partnerships allow for the sharing of resources and networks across many spectrums. Specifically, NWTA hopes to partner with event facilities to gain footing for fundraising meatus as well developing investor partnerships and school district partnerships. Resources: NWTA will be able to provide resources for local startups. These startup ventures will be able to use these resources to help launch business. The NWTA website has a list of local and regional resources for startups and we hope to expand this list and become a resource ourselves. We also hope to act as a venue for startups to connect with the student community on the Pacific Northwest, where NWTA will be a resources for students to gain technology, business, and networking skills.
Market Analysis Summary NWTA is an independent nonprofit startup community dedicated to bringing together some of the Pacific Northwest’s brightest minds from the startup industry. The program will form partnerships with Pacific Northwest Incubators up-and-coming startup business organizations, and local school districts. NWTA’s goal is to create a community for independent startup ventures that will promote creativity, fun, and networking, while also creating opportunity for local children by providing funding for science curriculums in local schools. With an up rise in local startup businesses and local ventures within the last 2 years, there is a viable need for a venue to connect these new organizations and new individuals on the Pacific Northwest. NWTA will act as that venue to connect people, businesses, and students together with the goal of creating partnerships and creative ventures. The goal of NWTA’s outreach would be to create and harness powerful relationships with Pacific Northwest business professionals, new startup venture organizers, school students, and a variety of local businesses. Market outreach is specifically important with startup ventures, professionals, and high-school students. The Pacific Northwest has been known as a technological mecca, and has had great business success in the past few decades with companies like Microsoft, T-Mobile, and others. NWTA hopes to mix the big-box technology success into the local community by providing resources and opportunity for local startups to connect. NWTA has already begun outreach to the local startup community and has made headway in bringing organizations and individuals together. The other important market for NWTA is the student and school district section. NWTA is hoping to collaborate with school districts to create educational grants during this time of cutbacks in the state educational budget. High-school
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students who participate in science curriculums and science and technology fairs are great targets for science and business scholarships. The other sectors of outreach consists of business professionals that can provide support to NWTA attendees and also act as resources for students, as well as local event spaces, wineries, breweries, and restaurants on the Pacific Northwest.
4.1 Market Segmentation NWTA has two market focuses that are key to the program's success. • Investors and companies aligned with NWTAs mission to assist local startups and give back to education. These investors and organizations are key to help NWTA achieve goals. There is a specific marketing and outreach plan that will bra used to establish these valuable partnerships. NWTA staff will work to network and meet individuals and organizations and then create relationships. Social Media and outreach methods will be used to gain partnerships with investors and funders. •
Local startup ventures and local entrepreneurs that are interested in networking, education, gaining resources to help launch their business, and learning new strategies and aspects of business from professionals. NWTA staff will work with members and organizational to promote NWTA and the monthly events to local entrepreneurs. This promotion will happen through social media networking, partnering with already established technology industry organizations, and being accessible to new entrepreneurs through colleges and universities. There is a specific outreach plan for new startup venture entrepreneurs.
4.2 Target Market Segment Strategy The target market for NWTA is a business entrepreneur between the ages of 21-50 who want to create a startup venture, or already have a business. Another characteristic of NWTA’s target market is desire to give back to the community. Both investor partners and startup entrepreneurs would be aligned with the mission of giving back to the community in the form of grants for
NWTA education. People and organizations that are interested in continuing their own education in the business field and people that enjoy networking and fine events are also included in the design of NWTA’s target market.
Strategy and Implementation Summary There are three focuses to NWTA’s program implementation: • First is the creation of a network of contacts with local startup entrepreneurs • The second is the recruiting and developing of business partners • The third is the development of fundraising strategies.
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5.1 Fundraising Strategy NWTA’s funding sources include private donations, fundraising events, and in-kind donations. NWTA will hold monthly fundraising events that serve the purposes of connecting local startups while razing money for education. The staff will also work towards securing sponsors for the events that will donate time, money, and materials that will go toward lowering the overall cost of the events and advance the amount of money that goes toward education funding. The Following large events will act as a large fundraising component. For Startup Pacific Northwest • TechBrewEd - Beer Festival paired with technology, First Sat in November annually • TechSpiritEd - Spirit Festival paired with technology, Second Sat in September annually • TechWineEd - Wine Festival paired with technology, Third Sat in November annually • TechCoffeeEd- Coffee Festival paired with technology, Fourth Sat in November annually NWTA’s co-directors will actively search for sponsor as well as for grant and funding opportunities. NWTA will utilize the various federal and local state nonprofit grants opportunities, as well as reaching out to local indivuals and business professionals.
5.2 Marketing Strategy Unite for Youth believes in the goal of leaving no child behind. The goal is to raise the visibility of program to assure that: • Referral sources will use the service; • Funding sources will support the program; • Adults will volunteer to be mentors.
NWTA The marketing strategy will be to successfully sell this new resource to the schools and the juvenile court system. This will be accomplished by a referral coordinator who will create and maintain a network of contacts that will serve as the referral source for the program. Brochures will be developed to sell the benefits of the program to both potential referrers and participants. The referral coordinator will provide progress reports for the referring program, school, or agency. The goal will be to build an effective marketing program on the success of the mentoring relationships. A marketing effort will also be implemented to attract and retain quality mentors for the program. The program's mentor recruiter/trainer will make presentations to Claremont civic and social group, selling the benefits of participating in Unite for Youth. Reward activities will be planned for mentors. These activities will be used to recruit new mentors from the friends and associates of current mentors. The core of the marketing strategy will be the creation of the program's Board of Directors who will be chartered with the responsibility of selling the benefits of the program to the community.
Management Summary Unite for Youth's management team will consist of the Board of Directors and the program's executive director. A team of professional program and fundraising managers will be assembled to manage and grow the program.
6.1 Personnel Plan The following table summarizes our personnel expenditures for the first three years. Unite for Youth will have the following staff. • Fundraising/grant coordinator; • Mentor recruitment/training coordinator; • Youth referral coordinator; • Office manager.
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Financial Plan Unite for Youth will build funding support from businesses and private donors in the community at an aggressive rate of growth. Yet it will take five years before funding from these sources becomes strong enough to expand the program. The primary expenditures for the program are for the training and managing of mentors and the program activities for youth and mentors. Therefore it is essential that due diligence is applied to fund allocation for these critical program responsibilities. An effective communication system will be established to report fiscal data to the Board of Directors so adjustment can be made quickly to assure the health of the program. We are also assuming beginning cash reserves on October 1st of $71,500 according to the treasurer.
7.1 Important Assumptions The financial plan depends on important assumptions, most of which are shown in the following table. The key underlying assumptions are: • We assume a slow-growth economy, without major recession. • We assume that there are no unforeseen changes in federal grant funding availability. • We assume a continued need for services by at-risk youths. • We assume broad community support for mentoring.
NWTA
Financial Plan Sales Forecast Sales Forecast FY2014
FY2015
FY2016
18,000
0
0
TechSpiritEd
1
1
1
TechWineEd
64,500
64,500
64,500
TechBrewEd
64,500
64,500
64,500
$0
$0
$0
TechSpiritEd
$64,500
$64,500
$64,500
TechWineEd
$64,500
$64,500
$64,500
TechBrewEd
$64,500
$64,500
$64,500
$0
$0
$0
TechSpiritEd
$64,500
$64,500
$64,500
TechWineEd
$4,160,250,000
$4,160,250,000
$4,160,250,000
TechBrewEd
$4,160,250,000
$4,160,250,000
$4,160,250,000
Unit Sales NWTA Monthly Event
Price Per Unit NWTA Monthly Event
Sales NWTA Monthly Event
Total Sales
$8,320,564,50 0
$8,320,564,50 $8,320,564,500 0
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Direct Cost Per Unit NWTA Monthly Event
$0
$0
$0
TechSpiritEd
$48,375
$48,375
$48,375
TechWineEd
$64,500
$64,500
$64,500
TechBrewEd
$0
$0
$0
$0
$0
$0
TechSpiritEd
$48,375
$48,375
$48,375
TechWineEd
$4,160,250,000
$4,160,250,000
$4,160,250,000
TechBrewEd
$0
$0
$0
Direct Cost NWTA Monthly Event
Total Direct Cost Gross Margin
Gross Margin %
Sales by Month
$4,160,298,37 5
$4,160,298,37 $4,160,298,375 5
$4,160,266,125
$4,160,266,125
$4,160,266,125
50%
50%
50%
NWTA
About the Sales Forecast
Personnel Plan Personnel Table FY2014
FY2015
FY2016
$0
$0
$0
$0
$0
$0
FY2014
FY2015
FY2016
Salary
$0
$0
$0
Employee Related Expenses
$0
$0
$0
Marketing & Promotion
$0
$0
$0
Rent
$0
$0
$0
Utilities
$0
$0
$0
Office Supplies
$0
$0
$0
Insurance
$0
$0
$0
$0
$0
$0
New Employee
Total
About the Personnel Plan
Budget Budget Table
Operating Expenses
Total Operating Expenses
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About the Budget Startup Costs
Profit and Loss Statement Profit and Loss Statement FY2014
FY2015
FY2016
Revenue
$8,320,564,50 0
$8,320,564,50 $8,320,564,500 0
Direct Cost
$4,160,298,37 5
$4,160,298,37 $4,160,298,375 5
Gross Margin
$4,160,266,125
$4,160,266,125
$4,160,266,125
50%
50%
50%
Salary
$0
$0
$0
Employee Related Expenses
$0
$0
$0
Marketing & Promotion
$0
$0
$0
Rent
$0
$0
$0
Utilities
$0
$0
$0
Office Supplies
$0
$0
$0
Insurance
$0
$0
$0
$0
$0
$0
Gross Margin % Operating Expenses
Total Operating Expenses Operating Income Income Taxes
Total Expenses
$4,160,266,12 5 $832,053,225
$4,992,351,60 0
$4,160,266,12 $4,160,266,125 5 $832,053,225
$832,053,225
$4,992,351,60 $4,992,351,600 0
NWTA Net Profit
$3,328,212,90 0
Net Profit / Sales
40%
$3,328,212,90 $3,328,212,900 0 40%
40%
Gross Margin by Year
Net Profit (or Loss) by Year
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About the Profit and Loss Statement
NWTA
Management Summary
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NWTA
Appendix Sales Forecast Sales Forecast Table (With Monthly Detail) FY2014
Mar '13
Apr '13
May '13
Jun '13
Jul '13
Aug '13
Sep '13
Oct '13
Nov '13
Dec '13
Jan '14
Feb '14
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
TechSpiritEd
0
0
0
0
0
0
0
0
1
0
0
0
TechWineEd
0
0
0
0
0
0
0
0
64,500
0
0
0
TechBrewEd
0
0
0
0
0
0
0
0
64,500
0
0
0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
TechSpiritEd
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
TechWineEd
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
TechBrewEd
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Unit Sales NWTA Monthly Event
Price Per Unit NWTA Monthly Event
Sales NWTA Monthly Event
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NWTA TechSpiritEd
$0
$0
$0
$0
$0
$0
$0
$0
$64,500
$0
$0
$0
TechWineEd
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,250,00 0
$0
$0
$0
TechBrewEd
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,250,00 0
$0
$0
$0
Total Sales
$0
$0
$0
$0
$0
$0
$0
$0
$8,320,564 ,500
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
TechSpiritEd
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
$48,375
TechWineEd
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
$64,500
TechBrewEd
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
NWTA Monthly Event
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
TechSpiritEd
$0
$0
$0
$0
$0
$0
$0
$0
$48,375
$0
$0
$0
TechWineEd
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,250,00 0
$0
$0
$0
TechBrewEd
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,298 ,375
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,266,12 5
$0
$0
$0
Direct Cost Per Unit NWTA Monthly Event
Direct Cost
Total Direct Cost
Gross Margin
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NWTA Gross Margin %
0%
0%
0%
0%
0%
0%
0%
0%
50%
0%
0%
0%
FY2014
FY2015
FY2016
18,000
0
0
TechSpiritEd
1
1
1
TechWineEd
64,500
64,500
64,500
TechBrewEd
64,500
64,500
64,500
$0
$0
$0
TechSpiritEd
$64,500
$64,500
$64,500
TechWineEd
$64,500
$64,500
$64,500
TechBrewEd
$64,500
$64,500
$64,500
$0
$0
$0
TechSpiritEd
$64,500
$64,500
$64,500
TechWineEd
$4,160,250,000
$4,160,250,000
$4,160,250,000
TechBrewEd
$4,160,250,000
$4,160,250,000
$4,160,250,000
Unit Sales NWTA Monthly Event
Price Per Unit NWTA Monthly Event
Sales NWTA Monthly Event
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NWTA Total Sales
$8,320,564,500
$8,320,564,500
$8,320,564,500
$0
$0
$0
TechSpiritEd
$48,375
$48,375
$48,375
TechWineEd
$64,500
$64,500
$64,500
TechBrewEd
$0
$0
$0
$0
$0
$0
TechSpiritEd
$48,375
$48,375
$48,375
TechWineEd
$4,160,250,000
$4,160,250,000
$4,160,250,000
TechBrewEd
$0
$0
$0
$4,160,298,375
$4,160,298,375
$4,160,298,375
$4,160,266,125
$4,160,266,125
$4,160,266,125
50%
50%
50%
Direct Cost Per Unit NWTA Monthly Event
Direct Cost NWTA Monthly Event
Total Direct Cost Gross Margin
Gross Margin %
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NWTA
Personnel Plan Personnel Table (With Monthly Detail) FY2014
Mar '13
Apr '13
May '13
Jun '13
Jul '13
Aug '13
Sep '13
Oct '13
Nov '13
Dec '13
Jan '14
Feb '14
New Employee
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total
FY2014
FY2015
FY2016
$0
$0
$0
$0
$0
$0
New Employee
Total
Budget Budget Table (With Monthly Detail) FY2014
Mar '13
Apr '13
May '13
Jun '13
Jul '13
Aug '13
Sep '13
Oct '13
Nov '13
Dec '13
Jan '14
Feb '14
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Operating Expenses Salary
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NWTA Employee Related Expenses
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Marketing & Promotion
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Rent
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Utilities
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Office Supplies
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Insurance
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total Operating Expenses
FY2014
FY2015
FY2016
Salary
$0
$0
$0
Employee Related Expenses
$0
$0
$0
Marketing & Promotion
$0
$0
$0
Rent
$0
$0
$0
Utilities
$0
$0
$0
Office Supplies
$0
$0
$0
Operating Expenses
27 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author.
NWTA Insurance
Total Operating Expenses
$0
$0
$0
$0
$0
$0
Profit and Loss Statement Profit and Loss Statement (With Monthly Detail) FY2014
Mar '13
Apr '13
May '13
Jun '13
Jul '13
Aug '13
Sep '13
Oct '13
Nov '13
Dec '13
Jan '14
Feb '14
Revenue
$0
$0
$0
$0
$0
$0
$0
$0
$8,320,564 ,500
$0
$0
$0
Direct Cost
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,298 ,375
$0
$0
$0
Gross Margin
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,266,12 5
$0
$0
$0
0%
0%
0%
0%
0%
0%
0%
0%
50%
0%
0%
0%
Salary
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Employee Related Expenses
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Marketing & Promotion
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Gross Margin % Operating Expenses
28 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author.
NWTA Rent
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Utilities
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Office Supplies
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Insurance
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total Operating Expenses
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Operating Income
$0
$0
$0
$0
$0
$0
$0
$0
$4,160,266 ,125
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$832,053,225
$0
$0
$0
Total Expenses
$0
$0
$0
$0
$0
$0
$0
$0
$4,992,351 ,600
$0
$0
$0
Net Profit
$0
$0
$0
$0
$0
$0
$0
$0
$3,328,212 ,900
$0
$0
$0
Net Profit / Sales
0%
0%
0%
0%
0%
0%
0%
0%
40%
0%
0%
0%
Income Taxes
FY2014
FY2015
FY2016
Revenue
$8,320,564,500
$8,320,564,500
$8,320,564,500
Direct Cost
$4,160,298,375
$4,160,298,375
$4,160,298,375
$4,160,266,125
$4,160,266,125
$4,160,266,125
Gross Margin
29 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author.
NWTA Gross Margin %
50%
50%
50%
Salary
$0
$0
$0
Employee Related Expenses
$0
$0
$0
Marketing & Promotion
$0
$0
$0
Rent
$0
$0
$0
Utilities
$0
$0
$0
Office Supplies
$0
$0
$0
Insurance
$0
$0
$0
$0
$0
$0
$4,160,266,125
$4,160,266,125
$4,160,266,125
$832,053,225
$832,053,225
$832,053,225
Total Expenses
$4,992,351,600
$4,992,351,600
$4,992,351,600
Net Profit
$3,328,212,900
$3,328,212,900
$3,328,212,900
40%
40%
40%
Operating Expenses
Total Operating Expenses Operating Income Income Taxes
Net Profit / Sales
30 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author.
NWTA Registration Management Online Registration System Fees $150 flat event fee $3.50 per registration Estimated cost for 200 registrants $850 (not including cc processing fees) Additional Notes: CC processing fees vary by card type – we can limit to Visa & MC to avoid higher Amex fees Based on # of sponsors and speakers might be more cost effective to go with the $4.50 per registrant fee, without the $150 flat fee Selling Power Registration System Set up Fee – Set up to your specs (registration information to collect, agenda, confirmation emails, reminder emails). We will do two rounds of testing & review before going live. Selling Power will Monitor all registrations to ensure payment is collect and processed successfully Answer any attendee registration questions Manage and create discount codes as needed Provide regular reports to you on registration and demographics, etc. (login can be provided for your event for daily monitoring) Cost: $3,500 (does not include registration system fees) Sponsor Management For each sponsor once confirmed, Selling Power will – Provide a complete sponsor guide with deliverables, deadlines, logistics, set up, and other planning information Manage all sponsor deliverables to ensure deadlines are met Answer all questions from sponsors prior to the event Collect sponsor logo files and any other materials needed for pre-event or on-site sponsor promotion & coordinate materials with NWTA Assist with sponsor exhibit space planning and confirm spaces for sponsor exhibits with each sponsor Provide pre-event reminders to sponsors of last minute details Cost: $9,500 Speaker Management
31 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author.
NWTA For each sponsor once confirmed, Selling Power will – Provide a complete a list of logistics, on-site AV items, any deliverables and deadlines Collect speaker bios & headshots for website Ensure speakers are aware of logistics on site, presentation guidelines and timing of their presentation Manage all speaker deliverables to ensure deadlines are met Register all speakers Answer all questions from speakers prior to the event Collect PPT decks in advance of the presentation Ensure speaker PPT and any video will work properly onsite Provide pre-event reminders to speakers with last minute details to reconfirm on-site instructions Cost: $8,000
32 CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not share its contents or ideas with third parties without the express written consent of the plan author.